Features

Syndication Platform Built for Dealmakers within Equipment Finance

Dealmakers are well prepared to navigate today’s increasingly complex lending landscape with
a secure, all-in-one online syndication platform.

  • Security

    Dealmakers transact securely with their trusted partners in the cloud

  • Productivity

    Dealmakers shorten settlement times and streamline deal pipeline

  • Visibility

    Dealmakers track deal activity and unlock deep deal data in real time

  • Efficiency

    Dealmakers manage deal pipeline with optimum effectiveness

Document Management

The document management feature makes it even easier for Sellers to upload, remove, sort, rename, and reorganize deal-related document folders and files. Syndicators upload files with up to 4 gigabytes capacity per file with a drag-and-drop functionality.

Deal Reports

Buyers and Sellers have access to transaction, pipeline, and buyer reports. These reports are designed for users to gain more visibility in their transactions and help users to make better informed, faster decisions.

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Salesforce Integration

Our syndication platform offers a Salesforce integration option to provide a seamless solution to create deals more efficiently by limiting data input redundancy.

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CRM Platform

Buyers and Sellers transact more securely and efficiently with their trusted partners in the cloud. Our platform manages and streamlines the deal pipeline including a messenger feature to improve communication and shorten settlement times.

Syndicate Smarter